Mr. Mosier’s practice includes merger and acquisition transactions and general business and tax matters. His practice also includes life and death planning for retirement benefits, distributions and beneficiary designations. Mr. Mosier also designs and drafts employee pension and welfare benefit plans and represents plan trustees and administrators. He is the firm’s liaison to Lawyers Associated Worldwide (LAW) and serves as an ATHENA PowerLink panelist.

Recent Accomplishments

  • Successfully worked with client to establish a captive insurer
  • Developed Investment Policy Statements for commercial trustee and various plan sponsors to assure Trustee and Advisory Committee compliance with fiduciary duties
  • Drafted EGTRRA Defined Benefit Restatement for various clients, including cash balance pension plans
  • Represented the Seller of an insurance agency and brokerage and negotiated the employment of Seller with the Buyer post closing
  • Represented a publicly traded financial institution in multiple business acquisitions at various ranges of purchase price from $2,000,000 to $25,000,000

Speaking Engagements & Publications

Community & Professional Service

  • Presque Isle Rotary Club, Board of Directors
  • Northwest Pennsylvania Trail Association, Member and Solicitor
  • United Way of Erie County Resource Development Committee, Member
  • ATHENA PowerLink, Panelist

Firm Involvement

  • Shareholder

Practice Areas

Education

  • Cleveland State University, J.D.; cum laude; Cleveland Marshall Law Review, Member, 1979–1981
  • John Carroll University, B.S.; cum laude

Admissions & Certifications

  • Pennsylvania
  • U.S. District Court, Western District of Pennsylvania
  • U.S. Tax Court

Professional Affiliations

  • Erie County Bar Association
  • Pennsylvania Bar Association
  • Estate Planning Council of Erie
  • Lawyers Associated Worldwide, Firm Liaison

Related News